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Dan Healey, Financial Advisor

FINANCIAL ADVISOR
Dan Healey

CFP®
10180 Conway Road, Ladue, MO 63124opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Employee Stock Options

About Dan

With 14 years of experience as a financial advisor, I am passionate about helping individuals, families and business owners reach their financial goals. I believe investing is deeply personal, which is why I take the time to understand what matters most to you before making any recommendations. There is no one-size-fits-all strategy—your investments should be tailored to your unique circumstances, aspirations and stage of life.

Whether you’re preparing for retirement, funding education, navigating unexpected financial events or building a legacy, I work with my clients to develop customized strategies that align with their long-term goals.

I started my career with Edward Jones...

Work History

  • Edward JonesDecember 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Harris-Stowe State CollegeBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Golfing
  • Traveling
  • Baseball
  • Snowboarding

Team Members

  • Becky Robinson
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 05:00PM
Tue 07:30AM - 05:00PM
Wed 07:30AM - 05:00PM
Thu 07:30AM - 05:00PM
Fri 07:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(314) 432-2207

Fax

(866) 444-9839

Office Address

10180 Conway Road
Ladue, MO 63124opens in a new window

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